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Your business runs on three things.
If one breaks, everything breaks.

Discoverability, capability and dependability. Corporate Synergy Solutions is the AI partner that keeps all three standing, even as AI changes under them every month.

Most owners find out which one is broken the expensive way: a quiet phone, a lost deal, a job nobody followed up on. We find it first. Then we build the fix.

$1K one time · five business days · All-Seven Guarantee: all seven documents, or we keep working at no extra cost

The Synergy Edit editor on a real church video: a speaker with a section title, captions, a name title and a picture-in-picture, above a timeline of section markers, transcript, caption, title, graphics, B-roll and camera tracks, with four AI agent edits highlighted
Synergy Edit, our AI-assisted video editor, on a real project

Built for

Owner-led businesses, 2–50 people, that serve clients

  • Campbell Tax & AccountingWe built Firm Ops, one client portal for documents, milestones and advice that replaced seven tools. Onboarding fell from 11 days to 1.5, and staff sign in once instead of seven times. Package: Fractional Product Lead.
  • Priority ElectricWe set up Service OS Pro so a job can't close in the field without its closeout proof, and closing it drafts the invoice. Invoices now go out less than 2 hours after the job, not 6.5 days later. Package: Direct Advisory.
  • Look Up RealtyWe trained the managing broker on AI agility and AI solutions, and now he creates solutions for his own team. As a strategic partner we also turned three revenue lines into one business with one client journey. Package: Direct Advisory · Strategic Partner.
  • Windermere Real EstateFor Windermere Puyallup we built an internal, personalized training portal for 290+ agents across 7 locations. One playbook, recordings turned into draft guides, and an AI assistant that answers agents' questions from it.
  • Tapps Business ConnectGuest vetting, seat checks and directory updates went from 5 manual touches to 1 approval tap. Leadership admin fell from 6 hours a week to under 1, and ConnectQR captures the meeting follow-up. Package: Custom builds & AI operations.
  • Kent Chamber of CommerceAnthony is the Chamber's AI specialist. Each month he delivers a free workshop that helps local businesses use AI in their operations.
  • Acuity Senior AdvisorsAs Acuity's fractional product lead, we bring AI expertise to healthcare and a data-driven approach to transitional care for older adults and anyone who needs extra care. A vetted family shortlist now takes under 4 hours, not 3–4 days of phone tag. Package: Fractional Product Lead.
  • SageLinkA business platform for manufacturers: store documents, run audits, log safety incidents, and manage several locations within a business line. Audit prep fell from 14–18 hours per plant inspection to under 10 minutes. Package: Business Platform.
  • JNK Electrical SolutionsEvery new lead gets a drafted reply in under 45 seconds, so no lead waits on a callback. Routes are built around verified job scope and geography, and each tech fits 3.5 jobs a day. Package: Service OS Pro.
  • The Cradle SpaA booking flow built into their website, with an admin portal for the team and a client portal for customers. Clients book with no login, and owner time on client updates fell from 8.5 hours a week to 0.5. Package: Business Platform.
  • Black Pearl PaintersEstimates are drafted from their price book and go out in under 24 hours. No crew goes out without a signed scope, and change-order disputes fell from 3–4 a month to 0. Package: Service OS Pro.
  • Power Puff PlumbingDispatch shows the nearest available tech first, a person approves it in seconds, and homeowners see the ETA themselves. Emergency calls reach an approved dispatch in under 6 minutes, not 28. Package: Service OS Pro.
  • Americans 4 EqualityA training program teaching students AI and software development, with Anthony as head instructor.
  • G2GA strategic partnership building data solutions for G2G's clients, Fortune 500 companies among them, and using AI to make operations such as their CRM work more efficient. Package: Strategic Partner.
  • Pivotal ReadinessWe built an AI slide generator that creates Pivotal Readiness's pitch decks. A deck that took 10–12 hours to make now takes 5–10 minutes.
  • TarlisAs Tarlis's fractional product lead, we coach and advise on AI strategy and how to approach it. Package: Fractional Product Lead.
  • Family AnchorA multi-role, portal-based app for the whole family, with six modules covering finances, marriage, spiritual growth, family goals and more.
  • Ever Moments BoothsWe advised Ever Moments on a streamlined way to create the media assets their operations run on. Package: Direct Advisory.
  • Care Transformation StudioA strategic partnership building a learning portal where healthcare professionals can sell what they know. Package: Strategic Partner.
  • Apex Electrical GroupA strategic partnership on AI operations and discoverability: putting AI to work in the business and making Apex easier for customers to find. Package: Strategic Partner.
  • D1 Auto SpaCoaching gave D1 packages that do the selling, one booking path, and admin hours off the owner's plate. The owner reports going from about $2,000 a month to a regular $16–18K. Package: Operational advisory & coaching.
  • IndiAideA full custom build for rehabilitation patients who need extra care and reminders, with multiple portals. Package: Full custom build.
  • Insurance AllianceThrough the AI Operations Diagnostic, we drafted written plans for their operations. Package: AI Operations Diagnostic.

The three things

Picture an ordinary Tuesday. A buyer asks an AI assistant who to call, and your name doesn't come up. A lead waits two days because the follow-up lives in someone's head. An invoice goes out late because the one person who understands the spreadsheet is out sick.

Nothing dramatic happened. You lost money three ways before lunch.

Every one of those traces back to one of three things.

Discoverable.

Customers, and the AI assistants they ask, can find you. If they can't, nothing else matters.

When it breaksThe phone goes quiet and you can't tell why. The work you would have won goes to whoever the assistant named instead.

Capable.

A platform you own end to end, not a stack of rented tools held together with logins and spreadsheets.

When it breaksEvery new customer adds another login, another export, another copy and paste. Growth makes the mess bigger, not the business.

Dependable.

AI employees that do the work every day, the same way, without you watching over them.

When it breaksFollow-up happens when someone remembers. You become the reminder system, and the business only moves when you push it.

Lose any one and the business stalls. We build and run all three, together.

AI Employees

Hire a team that never drops the ball.

You hired good people. Things still get dropped. Not because anyone is careless, but because everyone is doing five jobs, and the fifth one is always follow-up.

You don't need more effort from them. You need someone whose only job is the thing that keeps slipping.

An AI employee is a trained agent with one clear job.

It knows your business, remembers your customers, follows your rules and uses your tools. AI employees work in small teams, and a person you trust stays in charge of every decision that matters.

Teams our clients start with:

  • The 40-page contract nobody has time to read until it becomes a problem.Document Review Team: reads contracts, applications and intake files, flags what's missing or risky, and hands your staff a one-page summary to approve.
  • The proposal you promised for Friday that goes out the next Wednesday, after the buyer has cooled.Pre-Sales Proposal Team: turns a discovery call into a scoped proposal, pricing options and a follow-up email, ready for your review the same day.
  • The blog last updated in spring, and the newsletter you keep meaning to send.Organic Content Team: drafts posts, articles and newsletters in your voice, edits them for search and AI answers, and keeps your publishing calendar full.
  • The inbox you check at 10 at night to find out what you missed.Business Manager Team: watches your inbox, calendar and pipeline, keeps tasks moving, and sends you a morning brief of what needs you.
  • The happy customer nobody asked for a review, who never heard from you again.Client Follow-Up Team: checks in after every job, asks for reviews and referrals, and spots the customers who are ready to buy again.

What it never does: send, pay, delete or change a record on its own. Those wait for a named person. The AI employee does the reading, drafting, checking and chasing. Your people make the calls.

What it costs: a Starter Crew of up to 3 AI employees is $1.5K–$3K one time, plus Care at $100 per AI employee per month. The price is fixed before we build.

Who owns it: you do. Once your AI employees are paid for, they're yours, including while we host them on Care.

Start with one team. Add the next when the first one proves itself.

Business Platforms

One system. Many AI employees. Working in concert.

Count the logins. A CRM. A scheduling tool. A proposal tool. A shared drive. Three spreadsheets only one person understands.

Each one works. None of them talk. So your people become the glue: copying, retyping, chasing. And every new hire has to learn the mess before they can do the job.

A business platform is where your AI teams work together, on one system you own.

The proposal team hands a signed deal to onboarding. Onboarding passes the file to document review. The business manager keeps every step on schedule and tells you only when you're needed. Nothing falls between tools, because there's only one.

  • Yours end to end: your code, your data, your accounts. No rented software holding your business hostage.
  • Shared memory: every team works from the same customer record, so nothing is asked twice.
  • People in charge: approvals sit wherever a decision carries risk or money.
  • Built to grow: add new teams as the business grows, without starting over.

We've built this before. Campbell Tax & Accounting replaced seven tools with one client portal. A Business Platform is $20K–$50K one time, with the scope and price fixed in writing before anything is built. The $1,000 you pay for the Diagnostic comes off the platform when you sign within 30 days of the readout.

How it works

Three steps. Stop after any of them.

A price before a build. A scope you signed off. Nothing you didn't approve. Every price is on this page.

  1. Step 1 · one week

    Find where it pays

    The Diagnostic maps and measures one workflow and hands you seven written documents: what it costs you now, what to fix first, and the scope of the fix. They're yours whether or not we build. Optional for a Starter Crew or a Team. Required for a Department or a Business Platform.

    $1K one time

  2. Step 2 · the build

    Build it at a fixed price

    AI Employees for the jobs that keep slipping, from $1.5K. A Business Platform when the whole business needs one system. Either way you approve the scope and the price before we start.

    $1.5K–$50K one time

  3. Step 3 · after launch

    Keep it improving

    AI employees run on Care at $100 per AI employee per month. A Partnership Tier includes Care. It keeps everything secure and improving, and your senior lead advises you on new AI models, methods and frameworks as they arrive.

    $2.5K–$7.5K a month

The question we hear most

"Can't I just prompt my way to an app?"

You can — and you'll get something that demos well. What you won't get is a data model that survives year two, permissions that keep one client from seeing another client's file, backups, an audit trail, or anyone who can tell you why it broke on a Tuesday.

Generated code is the easy twenty percent. The other eighty is knowing what a system needs to be enterprise-ready at small-business scale. That's the part we've spent a career on.

For trades and home-service businesses

Service OS Pro

One portal for quotes, scheduling, dispatch, and the paperwork behind every job — built so the office, the field, and the customer all see the same truth.

  • Roles for owner, office, technician and customer — each sees only what they should
  • Every job carries its own auditable history: who did what, when
  • Pay monthly and we carry it, or pay it off over twelve months and own it outright
“Before, we were on Salesforce, Excel, and manual processes. Having everything together in one place is just too easy.”
Owner, Black Pearl Painters — change-order disputes went from 3–4 a month to 0
Explore Service OS Pro

Second question

"What does 'enterprise-ready' even mean for a twelve-person company?"

The same things it means for a twelve-thousand-person one, at a scale you can afford: a real database with a real schema, role-based access, encrypted data, logs you can audit, and a plan for the day something fails.

We write those into the scope before anything is built, and test them before anything ships. You get the discipline, not the invoice.

For accounting and tax firms

Firm Ops

Intake to completed service in one place: documents, milestones, approvals, and advisor guidance — with one sign-in for staff and clients instead of seven disconnected tools.

“Now the website and the app are one experience: my customers, my team, and I all benefit.”
Owner, Campbell Tax & Accounting — seven tools became one client portal · delivered on Fractional Product Lead
Read the Campbell project story
The Firm Ops staff Today view: open and overdue work, unread client threads, a priority queue of client work with due dates, and the client inbox

Third question

"Why not just buy the software everyone else uses?"

Because "almost fits" is a tax you pay every day — in workarounds, double entry, and staff who quietly stop trusting the system. One size fits all fits nobody well.

We start from your workflow and build only what it needs. Sometimes that means keeping the tools you have and connecting them. Sometimes it means replacing seven of them with one.

For real estate agents · in development

Dwello

A CRM agents run from the personal AI agent they already talk to — Claude, Grok, OpenAI, Instinct — so follow-ups, showings and transaction steps happen in conversation, not in yet another tab. A named person still approves anything that gets sent.

  • Contacts, pipeline and transactions behind one secure record
  • Pairs with our AI transaction coordinator, onboarding and social-posting builds for real estate
“Connecting our real estate resources to the AFH community has been a game changer for my team, for owners, and for buyers.”
Broker & Owner, Look Up Realty · delivered on Strategic Partner
Join the Dwello early list

We build for ourselves first

Every tool here started as a problem in our own business.

We don't sell a process we haven't run on ourselves. When something slowed us down, we built the fix — then hardened it until it was good enough to hand to a client.

The problem: a stack of business cards and no memory

ConnectQR

We network constantly, but a card told us nothing about who someone really is or how we could help them. ConnectQR turns a scan into a real understanding of the person and the relationship — a networking CRM built around giving first.

The problem: editing was the bottleneck on every video

Synergy Edit

We wanted to put out more content, and editing was slow and expensive. Synergy Edit changed the math: we now turn around five full-length videos in a day, edited to a standard we'd put our name on.

5 full-length edits · one day

The problem: guessing at what organic content works

Synergy Studio OS

Research what's already performing, create our own version, schedule the posts — and hand the cut straight to Synergy Edit. One loop from idea to published.

research → create → schedule → edit

Also built for clients

SageLink

Audits, documentation and safety records for a manufacturer

Firm Ops

Intake-to-completed-service system for an accounting firm

Detail Companion

Operating system for auto detailers, from vehicle intake to a quality-checked handoff

AI Transaction Coordinator

Keeps real estate transactions moving with a human approving each step

How we work

Give us a business problem. We'll work it with you, not around you.

A real software development life cycle, run at small-business speed. AI accelerates the building; people decide what gets built and sign off on what ships.

  1. 01

    Engage

    Most AI Employees start with a free scope call. A Department or a Business Platform starts with the paid Diagnostic, and its fee comes off the build. Either way we learn your business, map the workflow, and decide together: buy, build, or keep what you have.

  2. 02

    Design

    Data model, roles, security, integrations and the rules for when AI stops and asks — written down before a line of code.

  3. 03

    Build

    AI-accelerated, engineer-reviewed. Working software you can click on every week, not a reveal at the end.

  4. 04

    Harden

    Testing, permissions, backups, compliance checks, and training your team — the part a prompt never does.

  5. 05

    Own it

    Once it's paid for, the code, the data and the documentation are yours. Keep a senior lead on it with a Partnership Tier, or run it yourself.

Anthony Smith, founder of Corporate Synergy Solutions

Built by

Anthony Smith

Founder, Corporate Synergy Solutions · Auburn, WA

Ran data and sales operations programs at Microsoft, served as a fractional COO for owner-led businesses, and holds a master's in organizational leadership with Prosci and Six Sigma certifications. You talk to the person who designs and ships your system — not an account manager.

What we bring

Organizational expertise

A master's in organizational leadership, Prosci change management and Six Sigma — so the software lands with the people who use it.

What we bring

Full-stack engineering

Databases, back end, front end. We know what has to be true underneath for the screen on top to keep working.

What we bring

Security and compliance

Role-based access, encryption, audit trails and the questions your insurer, bank or regulator will eventually ask.

What we bring

A long history of mistakes

We've shipped things that broke and fixed them. That scar tissue is most of what you're paying for.

Industries we serve

Specific industries. Specific builds. Specific outcomes.

We've done the work to understand how these businesses actually run — which is why the first conversation starts with your workflow, not our feature list.

Trades & home services

What we build
Service OS Pro: quoting, scheduling, dispatch, job history, invoicing — one portal for office, field and customer.
Why it matters
Jobs stop falling through the cracks between the truck and the office, and the owner stops being the dispatcher.

Accounting & tax firms

What we build
Firm Ops: intake, document collection, milestones, approvals and advisor guidance behind one client sign-in.
Why it matters
Staff stop chasing the same document three times, and clients stop asking "where are we?" — Campbell Tax & Accounting replaced seven tools with one.

Real estate

What we build
Dwello (agent-driven CRM), an AI transaction coordinator, agent onboarding and training, and social posting that runs itself.
Why it matters
Agents live in their phone and their conversations, not in a CRM tab. We meet them there and keep a human on every send.

Manufacturing

What we build
SageLink: audits, documentation and safety records that are current, searchable and ready when the inspector shows up.
Why it matters
Compliance stops living in binders and one person's head, and an audit becomes a report instead of a scramble.

Professional services

What we build
Custom client portals, onboarding and training systems, and intake-to-delivery workflows for firms that serve clients.
Why it matters
Expansive, people-dependent workflows become simple, auditable, multi-user portals your clients can actually use.

Don't see your industry?

Good. We don't start from an industry; we start from a business problem. Bring us yours and we'll tell you — honestly — whether software is the fix.

Start with the free Snapshot

Outcomes we work toward

What changes when the system fits.

  • Seven tools become one portal

    One sign-in for staff and clients, one record of truth, no more re-keying between systems.

  • Decisions stop landing on the owner's desk

    AI prepares the follow-up, the missing-document chase, the draft — your people approve and move on.

  • Customers see a business that has it together

    A portal, a status, a timely answer — the things that make someone choose you and stay.

  • Software you own, at a price you can say yes to

    Custom development usually means six figures. Ours doesn't — and when it's paid for, it's yours.

Questions clients ask

Will I have to replace the tools I already use?

Usually not. We start with what you already use, check which connections are possible before agreeing to a build, and replace only what's costing you. Sometimes the answer is "keep the spreadsheet."

Does the AI make decisions on its own?

No. AI prepares the first pass. A named person approves anything that sends, pays, deletes, or changes a record. We write the stop-and-ask rules with you.

What will the free Snapshot tell me?

It uses your answers about one workflow to suggest a first fix, estimate its cost and show the next step. It cannot inspect your systems. You see your results without a call or email.

Do I own it, or rent it?

You own it. Once a build is paid for, the code, the data and the documentation are yours. That holds for AI employees too, including while we host them on Care. After launch, a Partnership Tier keeps a senior lead on it, or you run it yourself.

Do I have to pay for a Diagnostic first?

Not for a Starter Crew or a Team of AI employees. A Department and a Business Platform start with it, and its fee comes off the build: building the wrong thing well is the most expensive mistake in software. The Diagnostic maps and measures your workflow first, and you keep every document from it whether or not we build.

What if I need someone to build the fix?

Pick what fits: AI Employees for specific jobs, or a Business Platform for the whole business. The pricing section lists both, and the price is fixed before any build starts.

How is this cheaper than custom development?

We build with AI and review like engineers. The generation is fast; the judgment — data model, security, testing — is where our time goes. That's how a small business gets software that used to cost hundreds of thousands.

What results do you promise?

We agree the deliverables in writing and measure your starting point. We report what changed against that baseline. We do not promise savings we have not measured with you.

Is there a long contract?

No. AI Employees and a Business Platform are each one time. A Partnership Tier, if you want one, is a 3-month commitment with no onboarding fee.

Who owns the custom software?

Once the work is done and paid for, the software is yours and we transfer it to you. Your accounts and data are yours from day one. The agreement explains the permanent license to any of our reusable components.

What happens to my current data — spreadsheets, QuickBooks, the old CRM?

We migrate it as part of the build, you keep the originals, and nothing is switched off until the new system has run alongside the old one. The Diagnostic's tool-and-data inventory is where that plan starts.

What happens after launch?

We train your team and hand over the documentation. AI employees run on Care at $100 per AI employee per month, which covers hosting, AI usage and fixes. A Business Platform includes 30 days of support after launch. After that, a Partnership Tier keeps a senior lead on it, advising you on new AI models, methods and frameworks as they arrive, or you run it yourself.

Is this for you?

We're a good fit for some businesses and a bad one for others.

Built for you if

  • You own or run a business of 2–50 people that serves clients
  • One workflow is eating your week — intake, scheduling, follow-up, documents
  • Off-the-shelf tools "almost" fit and you're tired of the workarounds
  • You want to own the software you pay for

Probably not if

  • You want an app built this week with no one looking at the workflow first
  • You're looking for the cheapest possible developer by the hour
  • You need AI to make decisions with no human approving them
  • Your team isn't ready to change how it works, even a little

Why a partner, not a vendor

AI moves every month. Your partner should too.

Here's how it usually goes. You buy the tool. It works. Six months later the model behind it changes, the answers get worse, and the company that sold it to you is busy selling it to someone else.

Nobody tells you. You find out from a customer.

A vendor sells you one piece and moves on.

We live in this work every day, we know the models and how they change, and we keep your discoverability, capability and dependability standing as they do.

That's the difference between a tool you can swap out and a partner you can't afford to lose.

Pricing

What are we building?

You only answer two questions: what are we building, and how much ongoing help do you want?

AI Employees · one time

Priced by how many AI employees one person manages.

The ceiling is 20, because past that one person can't oversee the work well. The price per AI employee drops as the team grows, because knowledge, memory and rules are shared.

Up to 3 AI employees

Starter Crew

$1.5K–$3Kone time

Care for 3 AI employees: $300 a month

Book a scope call
4 to 10 AI employees

Team

$3.5K–$7.5Kone time

Care for 10 AI employees: $1,000 a month

Book a scope call

Plus Care at $100 per AI employee per month. It covers hosting, AI usage and fixes, and it's included with any Partnership Tier. Your AI employees are yours once they're paid for, including while we host them on Care.

How we build every AI employee.

Every AI employee is built with the same repeatable process.

  1. 01

    The job to be done

    The specific task it owns and what "done" looks like.

  2. 02

    Knowledge

    The documents, data and context it works from.

  3. 03

    Memory

    What it keeps between tasks so it improves and stays consistent.

  4. 04

    Skills

    The specific abilities it needs to do the job.

  5. 05

    Instructions and rules

    How it should work, and what it must never do.

  6. 06

    Browser capability (when needed)

    Working on websites the way a person would.

  7. 07

    The harness

    The AI platform it runs on, such as Claude, Gemini, OpenAI, or a mix.

Custom Builds · one time

Business Platform

One platform that runs the whole business: CRM, internal operations, portals for clients and vendors, AI agents built in, and deep two-way integrations.

$20K–$50Kone time

8–12+ weeks · Starts with the $1,000 Diagnostic

What makes it a platform build

  • Multiple portals (for example staff, client, partner or subcontractor)
  • Roles, responsibilities and permissions for each kind of user
  • Many integrations with the tools the business already uses
  • Workflows that touch several departments, not a single task
  • High impact on how the business operates day to day

Pay in full up front, half to start and half at launch, or in thirds: at the start, at a working demo midway, and at launch. Financing is available, with terms set in your proposal. A platform includes 30 days of support after launch: we host it, watch it, and handle early adjustments. Read the full terms.

Optional for a Starter Crew or a Team. Required for a Department or a Business Platform.

The Diagnostic

$1Kone time

One workflow mapped, measured and scoped in seven written documents, in five business days. Nothing is built that week. The $1,000 you pay for it comes off the first month of a Partnership Tier, or the price of a Business Platform or a Department of AI employees, when you sign within 30 days of the readout. It applies once, to whichever you sign first.

  • Full refund within 3 days
  • All-Seven Guarantee
  • $1K credited to a tier, a platform or a Department
See the Diagnostic day by day

The All-Seven Guarantee

Submit the pre-work and show up to both live sessions. If you don't have all seven documents at the readout, we keep working, at no extra cost, until you do.

  1. 1AI Operations Blueprint
  2. 2Tool and data inventory
  3. 3AI usage report
  4. 4Top 3 opportunities
  5. 5Operating baseline
  6. 6Scope for the first fix
  7. 730-60-90 plan

Ongoing leadership · Partnership Tiers

Keep it running and growing.

A tier keeps your systems secure, improving and governed, with engineering hours every month. Three-month commitment, no onboarding fee. It starts with the Diagnostic, and your $1K comes off month 1.

It carries on after launch. Once your system is live, your senior lead's role turns advisory: bringing you new AI models, methods and frameworks as they become available, and showing you where they fit.

Tier 1

Direct Advisory

Systems that already run and need someone senior looking after them, without a standing meeting.

$2.5K/month

Month 1 with your credit: $2,500 $1,500

  • 4 engineering hours a month, banked 60 days
  • Email queue answered within 24 business hours
  • 45-minute roadmap call each month
One-page overview (PDF)Start with the $1K Diagnostic
Tier 2

Strategic Partner

Products still changing month to month, where the next build needs a spec before it needs a developer.

$4.5K/month

Month 1 with your credit: $4,500 $3,500

  • 8 engineering hours a month, banked 60 days
  • Priority email and video walk-throughs within 12 business hours
  • 30-minute product and architecture sync every two weeks
One-page overview (PDF)Start with the $1K Diagnostic
Tier 3

Fractional Product Lead

Companies where the software runs the business, and leadership wants a product lead involved every week.

$7.5K/month

Month 1 with your credit: $7,500 $6,500

  • 15 engineering hours a month, banked 60 days
  • Slack or Teams plus a direct line, within 4 business hours
  • Weekly 30-minute sync or written progress report
One-page overview (PDF)Start with the $1K Diagnostic

Every tier renews for another 3 months unless you give 30 days' notice. Unused tier hours bank for 60 days, up to twice your monthly hours. Full refund within 3 days of the Diagnostic's or a tier's first payment. Software built for you is yours once it's paid for. Care for AI employees is included with every tier. Read the full terms.

How we keep your data safe

Enterprise-ready, shown not claimed.

Read the full security page
  • A platform's data lives in your accounts. Licenses and AI usage are billed to you directly — we never hold the keys to your business.
  • Encrypted in transit and at rest, with daily backups you can restore without us.
  • Role-based access — owner, staff, client — and an audit trail on every record change.
  • AI never acts alone. Sends, payments, deletions and record changes wait for a named person.
  • You own the code once it's paid for — repository, database and documentation transfer to you.
  • Compliance questions answered in writing for your insurer, bank or regulator, on request.

So what does a finished system cost?

Yours to own. Six figures. Not here.

The price is fixed before any build starts.

Business Platform · yours to own

A platform built for you

$20K–$50K one time

One platform built around how your business runs, at a price fixed in the Diagnostic's blueprint. Then it's yours: code, data, documentation. It includes 30 days of support after launch.

Compare

Typical custom development

$100K–$300K

An agency quote for the same portal, before change orders. We build with AI and review like engineers — the judgment is what you pay for, not the typing.

Worth-it calculator

Is it worth it? Run your numbers.

Say what you're looking for, then put in your hours, your team's time and the work that slips through. See what it costs you each year, and which of those offers would pay for itself. If none would, it says so.

What are you looking for?

Repeat questions, chasing status, fixing handoffs, rework.

What you'd pay to replace your highest-value hour, or your revenue per owner hour.

Everyone who enters it, checks it, or waits on it.

Re-keying, searching, waiting, and rework.

Pay plus taxes, benefits, and overhead.

Missed follow-ups, quotes nobody sent, work that never got billed.

Use the profit on each if you want a conservative number.

Your assumption. The Diagnostic measures the real number.

25%

About $123,360 a year. You'd keep about $2,570 a month. Direct Advisory pays for itself.

Example numbers. Change them to yours.

What you're looking for
Not sure yet
Your hours a week on work the team should handle
8 hours
What an hour of your time is worth
$150
People who touch this workflow
4
Hours a week each of them loses
3 hours
Full hourly cost per person
$40
Jobs, leads, or requests that slip through each month
2
Average value of each
$1,500
How much of this cost a fix could win back
25%

This workflow is costing you about $123,360 a year.

That's $10,280 a month, until you fix it.

Owner time
$62,400 a year
Team time
$24,960 a year
Dropped work
$36,000 a year

If fixing it won back 25%, you'd keep about $2,570 a month.

Whether each offer pays for itself at your numbers
OfferPricePays back?
First stepAI Operations Diagnostic$1,000 once$1,000 onceYes. Pays back in about 12 days.
AI employeesStarter Crew$1,500–$3,000 onceplus Care, $100–$300 a month$1,500–$3,000 onceplus Care, $100–$300 a monthYes, with Care counted. Pays back in about 1 to 2 months.
AI employeesTeam$3,500–$7,500 onceplus Care, $400–$1,000 a month$3,500–$7,500 onceplus Care, $400–$1,000 a monthYes, with Care counted. Pays back in about 2 to 5 months.
AI employeesDepartment$8,000–$15,000 onceplus Care, $1,100–$2,000 a month$8,000–$15,000 onceplus Care, $1,100–$2,000 a monthAt the low end, in about 6 months. Not within a year at the top of the range.
Custom buildBusiness Platform$20,000–$50,000 once$20,000–$50,000 onceAt the low end, in about 8 months. Not within a year at the top of the range.
AI partnershipDirect Advisory$2,500/month$2,500/monthYes. Returns $1.03 for every $1, so you're $70 a month ahead.
AI partnershipStrategic Partner$4,500/month$4,500/monthNo. Returns $0.57 for every $1, so you're $1,930 a month short.
AI partnershipFractional Product Lead$7,500/month$7,500/monthNo. Returns $0.34 for every $1, so you're $4,930 a month short.

Direct Advisory pays for itself

What you'd win back covers the $2,500/month Direct Advisory tier. Every Partnership Tier starts with the $1,000 Diagnostic, which measures your real baseline before you commit to 3 months.

See the Diagnostic

Where to start

Most of this is your own time. Start by getting decisions and drafts off your desk.

Estimates from example numbers. Not a quote, and not a promise.

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Free DIY kits

Prefer to do it yourself? Start here.

The same frameworks we use in engagements, as templates you can run on your own. Free to download — no email required for most of them.

Frameworks Kit

Templates for our nine frameworks — the six-part map, cost, prioritization and change-testing tools.

Download the Frameworks Kit

All Six Kits Bundle

Every kit above, plus a start-here guide and a 90-day plan.

Bring us the problem. We'll build what your business actually needs.

You don't have to know whether the answer is an AI employee, a platform, or neither. That's our job. Bring the one workflow that eats your week.

The free AI Operations Snapshot takes about fifteen minutes and shows what that workflow costs you now and what to fix first. No email required to see your results.

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